Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,404
Closed -$2.3M 111
2024
Q3
$2.3M Buy
34,404
+175
+0.5% +$11.7K 0.61% 63
2024
Q2
$1.9M Buy
34,229
+262
+0.8% +$14.5K 0.52% 71
2024
Q1
$1.74M Sell
33,967
-650
-2% -$33.3K 0.5% 72
2023
Q4
$1.57M Sell
34,617
-673
-2% -$30.6K 0.54% 71
2023
Q3
$1.45M Sell
35,290
-2,116
-6% -$87.1K 0.56% 74
2023
Q2
$1.65M Buy
37,406
+524
+1% +$23.2K 0.65% 60
2023
Q1
$1.46M Buy
36,882
+29,913
+429% +$1.18M 0.62% 70
2022
Q4
$208K Buy
+6,969
New +$208K 0.09% 123